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How to modify Terms and Conditions in a quote?

Freight Quotes

How to modify Terms and Conditions in a quote?

Last updated on 30 Jan, 2019

Every quote will come with a standard set of Terms &Conditions predefined by the Pricing Manager, however sales reps can overwrite it if needed.

Go to Layout tab, and click on ModifyTerms & Conditions. 

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The editor will open:

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The changes will be saved automatically, only for this quote. Once replicated, the quote will still have the edited version of the T&C.

To undo the changes and go back to the default Terms&Conditions, please untick the ModifyT&C option:

The editor will disappear and the quote will be updated with the default T&C automatically.

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